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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bradford Financial Center
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| CRD # | 110953 |
| SEC # | 801-68117 |
| CIK # | |
| AUM | $232.3 M (2025-03-20) |
| Employees | 26 (31% Investors, 31% Brokers) |
| Phone | 515-532-6661 |
| Address | 119 Central Ave W Clarion, IA 50525 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 644 | 61.2 |
| (b) Individuals (high net worth individuals) | 123 | 169.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,710 | 232.3 |
| By Discretionary | ||
| Discretionary | 1,710 | 232.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,710 | 232.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.3 | |
| Total | 1,710 | 232.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diversified Resources LLC
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|
RI | 0.2 |
|
Legacy Wealth Management Group Inc
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|
VA | 0.2 |
|
FF Advisors LLC
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|
CA | 0.2 |
|
AFT Forsyth and Company Inc
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|
FL | 0.2 |
|
Stonebridge Wealth Management LLC
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|
IL | 0.2 |
|
Red Spruce Capital LLC
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|
PA | 0.2 |
|
Alpha Advisors LLC
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|
VA | 0.2 |
|
Wrenne Financial Planning LLC
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|
KY | 0.2 |
|
O'Brien Investment Management LLC
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|
CA | 0.2 |
|
Knox Wealth Partners Advisory LLC
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|
TN | 0.2 |